DJD β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Keebeck Wealth Management  Β·  8 quarters on record

AI Ownership Summary

Keebeck Wealth Management reported INVESCO EXCHANGE TRADED FD T (DJD) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.17% in 2025 Q4. The latest visible filing shows DJD at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DJD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keebeck Wealth Management's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DJD was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keebeck Wealth Management held DJD β€” position size vs. price
% of Fund (quarterly)    DJD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 26,390 β€” 0% 0.17% $1.5M 2026-02-14 (Est.) $62.07
2025 Q3 ADDED 26,390 +5,340 +25.4% 0.17% $1.5M 2025-11-14 $55.97
2025 Q2 UNCHANGED 21,050 β€” 0% 0.15% $1.1M 2025-08-14 $52.96
2025 Q1 UNCHANGED 21,050 β€” 0% 0.16% $1.1M 2025-05-15 $50.17
2024 Q4 UNCHANGED 21,050 β€” 0% 0.15% $1.1M 2025-02-14 $51.96
2024 Q3 ADDED 21,050 +10,400 +97.7% 0.16% $1.1M 2024-11-14 $50.24
2024 Q2 ADDED 10,650 +5,300 +99.1% 0.07% $504K 2024-08-14 $46.87
2024 Q1 INITIATED 5,350 β€” β€” 0.04% $257K 2024-05-14 $45.56

FAQ About Keebeck Wealth Management and DJD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keebeck Wealth Management reported owning DJD?

Keebeck Wealth Management reported DJD across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DJD position in Keebeck Wealth Management's portfolio?

The largest reported portfolio weight for DJD was 0.17% in 2025 Q4.

What is the latest reported DJD position on this page?

The most recent filing on this page is 2025 Q4, when Keebeck Wealth Management reported 26,390 shares, equal to 0.17% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DJD ownership page compare?

The chart compares Keebeck Wealth Management's quarterly DJD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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